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Monica Beth Shterenberg

J.p. Morgan Institutional Investments Inc.

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About Monica Beth Shterenberg

Monica Shterenberg is a financial professional with experience in the securities industry. Monica is currently registered with J.P. Morgan Institutional Investments Inc. and has been active in the industry since August 2015. Monica holds the Series 63, Series 7, and SIE licenses. Monica has been registered with FINRA for over 8 years. Monica is currently located in New York, NY and is active in the Broker-Dealer space.

Firm Information

Monica Shterenberg is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Monica Shterenberg’s Registration & Firm History

NY

08/10/2015 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

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Licenses & Designations

BC

Issued 10/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Beth Shterenberg.
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